My stock in focus is $Ondas Ho

My stock in focus is $Ondas Holdings Inc.(ONDS)$ ahead of its earnings report. The company is projected to deliver nearly 628% YoY revenue growth to around US$39.4M, supported by strong backlog conversion & rising demand for autonomous defense & mission systems. Although earnings are still negative, adjusted EPS is expected to improve YoY, showing early signs of operating leverage as deliveries ramp.

What stands out most to me is ONDS’ growing backlog and order momentum. The company recently secured an initial US$68M military engineering order, while the Mistral merger lifted pro forma backlog to roughly US$457M. That provides stronger multi-quarter revenue visibility.

I’ll also be watching management updates on delivery execution, margins, and integration progress. If ONDS can sustain strong revenue growth while maintaining healthy margins, sentiment could continue improving, especially with analysts remaining fully bullish on the stock.

@TigerStars @Tiger_comments @TigerClub

💰Stocks to watch today?(11 May）

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Comments

OgdenHerbert
05-11 15:32
OgdenHerbert
628% rev growth is crazy, backlog at 457M is the real tell. You think execution is the only thing that can trip this up?
- Shyon:
  And also they keep asking money from investors. That's another risk.
JN69
02:13
JN69
The stock is yo-yo up and down. Will it expect to move up to $10? 2 weeks ago was $11.80 and last was down to $8.70

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The company is projected to deliver nearly 628% YoY revenue growth to around US$39.4M, supported by strong backlog conversion &amp; rising demand for autonomous defense &amp; mission systems. Although earnings are still negative, adjusted EPS is expected to improve YoY, showing early signs of operating leverage as deliveries ramp.\n\nWhat stands out most to me is ONDS’ growing backlog and order momentum. The company recently secured an initial US$68M military engineering order, while the Mistral merger lifted pro forma backlog to roughly US$457M. That provides stronger multi-quarter revenue visibility.\nI’ll also be watching management updates on delivery execution, margins, and integration progress. If ONDS can sustain strong revenue growth while maintaining healthy margins, sentiment could continue improving, especially with analysts remaining fully bullish on the stock.\n<a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/e0b94f01026c86b025655db472378b98\"></t-t></body></html>","text":"My stock in focus is $Ondas Holdings Inc.(ONDS)$ ahead of its earnings report. The company is projected to deliver nearly 628% YoY revenue growth to around US$39.4M, supported by strong backlog conversion & rising demand for autonomous defense & mission systems. Although earnings are still negative, adjusted EPS is expected to improve YoY, showing early signs of operating leverage as deliveries ramp. What stands out most to me is ONDS’ growing backlog and order momentum. The company recently secured an initial US$68M military engineering order, while the Mistral merger lifted pro forma backlog to roughly US$457M. That provides stronger multi-quarter revenue visibility. I’ll also be watching management updates on delivery execution, margins, and integration progress. 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You think execution is the only thing that can trip this up?","text":"628% rev growth is crazy, backlog at 457M is the real tell. You think execution is the only thing that can trip this up?","html":"628% rev growth is crazy, backlog at 457M is the real tell. 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That's another risk.","text":"And also they keep asking money from investors. That's another risk.","html":"And also they keep asking money from investors. 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